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Scarborough Advisors’s W.P. Carey WPC Stock Holding History

Scarborough Advisors’s Portfolio WPC Stock Details WPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2
Closed -$136 – 703
2026
Q1 		$136 Hold
2
– – ﹤0.01% 724
2025
Q4 		$129 Sell
2
-2
-50% -$133 ﹤0.01% 441
2025
Q3 		$270 Hold
4
– – ﹤0.01% 433
2025
Q2 		$250 Buy
+4
New +$246 ﹤0.01% 423
2024
Q3 		– Sell
-4
Closed -$220 – 453
2024
Q2 		$220 Buy
+4
New +$225 ﹤0.01% 409

Other funds holding WPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Scarborough Advisors's WPC Position: Q2 2026 in Review

Scarborough Advisors sold out of W.P. Carey (WPC) in Q2 2026, closing a stake of 2 shares — an estimated $136 sold.

Scarborough Advisors first reported a position in WPC in Q2 2024 and held it in 5 quarters. The position peaked at $270 in Q3 2025. 895 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Scarborough Advisors reported no remaining W.P. Carey position as of Q2 2026 after selling out during the quarter.
  • Scarborough Advisors sold 2 W.P. Carey shares in Q2 2026, an estimated $136.
  • Scarborough Advisors first reported a position in W.P. Carey in Q2 2024 and held it in 5 quarters.
  • Scarborough Advisors's W.P. Carey position peaked at $270 in Q3 2025.
  • 895 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.